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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,252 | $84,236-60.5% | $170,435-80.5% | $70,126-52.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.31% | 23.06%-5.7pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $2,313 | $3,387-31.7% | $5,432-57.4% | $2,343-1.3% |
| Participant deferral / active EE | $1,404 | $3,086-54.5% | $4,939-71.6% | $3,332-57.9% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |